Is Yahoo a fit for Microsoft? Sarah Stottsberry Connie Skomra Phil Laube
Overview Should Microsoft buy Yahoo? n Why? n ¨ What is the future of computing? What about Yahoo? – what do they bring? n MS has what they need already to meet the future n
Future of computing n n n Movement from “PC” to small devices – everything is a device Less tapping – interface differently Quantum leap – every aspect ¨ “Habitative computing”
Future of computing n n What’s at the base? ð Information People can’t use information if they can’t find it Search is what brings the information to the consumer
New World of searching Devices searching without prompt (object level search) n Information will find the user n Highly accurate / more relevant results n
Search & advertising: Matches businesses to end users Cost: free Cost: $$ Matching customers to businesses: Priceless
Getting to the future Search Services Information consumer (End User) Ad Services RELEVANCY Information Provider (Business)
Can Yahoo get MS to the future? What does Yahoo bring? n Web search n #1 in users Does it add to MS? n n ¨ 500 million users ¨ 88 million home page visits MSN But ¨ Not #1 in search ¨ Brand loyalty? (source: Yahoo! Corporate Overview August 2007) n Ad Services n MS has that too
Yahoo search doesn’t add value n Page level search engine like MSN ¨ Searching n text strings Results (relevancy) is not any better
Yahoo has a lot of users, but it’s not the search market n Google gets most searches now ¨ With existing search technology n n Yahoo (and MSN) now have the same, but too late A better search can win them all
Panama n Yahoo’s ad ranking engine ¨ Determines what ads show up in an end user’s search n Spent a lot of time and development $$ ¨ Released 1 Q 2007 ¨ Hasn’t been the home run that was anticipated n n n Revenue is not up substantially Did not exceed it’s target - Google MSN’s Ad. Center = Panama + demographic filtering
Other ad services n Yahoo does offer other ad services that MS was lacking ¨ Statistical tools ¨ Consulting ¨ Publishing wizards ¨ Among others n Purchase of a. Quantive in May, 2007 filled this gap
MS Business Model n n Steve Ballmer, CEO Stated vision ¨ “Help people reach their potential” ¨ Innovation – passion for technology n Reality – innovation in a way ¨ Take existing technology n Repackage it n Enhance it n Build it into a platform n Make it all more accessible & relevant
Summary “I skate to where the puck is going to be, not where it has been. ” -Wayne Gretzky n Yahoo offers current technology at an expensive price ($32 B market cap. ) n MS has and can develop what is needed for the future without spending the money for Yahoo!
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